What are the responsibilities and job description for the Operations & Investor Relations Associate position at Chesapeake Search Partners?
Our esteemed client is seeking a highly organized and detail-oriented Operations & Investor Relations Associate to support the firm’s daily operations, investor communications, and vendor management. This role is essential in ensuring smooth office functions, maintaining relationships with key stakeholders, and providing critical administrative support. The ideal candidate will have strong financial acumen, excellent communication skills, and a proactive approach to problem-solving.
Responsibilities :
Investor Relations & Reporting :
Manage investor communications related to capital calls, distributions, financial reporting, and tax filings.
Oversee the submission and tracking of K-1s to ensure timely and accurate reporting.
Vendor & Supplier Management :
Maintain relationships with third-party vendors, accounting providers, and service partners to ensure seamless office operations.
Support the investment team in managing relationships with the firm’s third-party fund administrator.
Financial & Administrative Operations :
Monitor bill payments, accounts payable, invoicing, billing, collections, vendor payments, and expense reimbursements.
Assist in tracking and maintaining financial records in coordination with accounting teams.
General Office & Administrative Support :
Provide day-to-day support to firm professionals, including assisting the principals with various administrative needs.
Manage office organization, including mail handling, report binding, ordering office supplies, and maintaining filing systems.
Qualifications & Experience :
Bachelor’s degree preferred.
7-10 years of experience in a similar role, preferably in finance, investment management, or professional services.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
Experience with QuickBooks is ideal.
Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment.
Excellent written and verbal communication skills.
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Operations & Investor Relations Associate?
Sign up to receive alerts about other jobs on the Operations & Investor Relations Associate career path by checking the boxes next to the positions that interest you.
